Jason L. Seale III

 

Jason L. Seale, III

Investment Advisor Representative

Jason is American Wealth Management's only advisor in California, joining the firm in 2002.  After majoring in Business Administration at San Jose State, Jason began his career in 1989 with Paine Webber as a Financial Advisor and Mutual Fund Coordinator.  He was promoted to West Coast Mutual Fund Coordinator and worked on the East Coast with top mutual fund managers identifying top market strategies. Jason is focused on client relations and excels at gathering information to identify a client's needs.  He works closely with clients to translate those needs into a customized investment strategy.

 

Facts:

  • AWM was founded in 1990 by Jerome Borzello, member of FINRA, SIPC, and MSRB.
  • AWM's Investment Representatives each have, on average, over 15 years of experience.  Jason Seale is a top West Coast representative with over 28 years of experience, with credentials in Series 7, Series 63, Series 66, CA Insurance Licensed: A04043, Licensed AIF (Accredited Investment Fiduciary) and CRC (Certified Retirement Counselor).
  • AWM's custodial firm, Raymond James Financial, was found in 1962 and is the 8th largest brokerage firm in the nation.

Our Commitment to You:

  • The investment knowledge you need today is more complex than ever.  You must make many difficult decisions when building an investment strategy that meets your financial objectives.  No longer can investors depend on traditional savings methods to accomplish long-term growth and security.
  • AWM recognizes that the investor deserves a financial firm with a broad selection of investments.  A firm where optimum performance and flexible service are a mutual priority.
  • AWM's unique partnership with Raymond James and Associates allows you access to the amenities of a full service firm, with all the individual attention you deserve.